Here
are the links to the weekly roundups, reviews and also previews of the
beginning week.
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LAST WEEK
Stocks Surge On Biggest Short Squeeze
Since Election As Dollar Dumps To Worst Year Since 2009
U.S. Weekly Fund Flows
Report
– Lipper Alpha
NEXT WEEK
The slope of the US yield curve has
flattened significantly this year despite Fed rate hikes. In the past this has
often been a harbinger of a major economic downturn. In this cycle the signal
coming from the yield curve has probably become less reliable.
Next
week’s data highlights are inflation numbers from the Euro area and the US.
Also Powell’s confirmation hearing and another US tax vote will get attention
in financial markets. The week is rather busy for Swedish key figures.
US
and European inflation data
Fed increasingly worried over lack of
inflation; US curve flattening continues * The ECB could decouple the QE
decision from the inflation outlook; EUR/USD upside risks remain in 2018 * Riksbank
worries over Swedish housing risks set to keep SEK weak but rates have yet to
adjust
US:
Tax reform returns front and center * Europe: Germany’s coalition talks
November
Ifo smashes the October record * US corporate investment spending strengthening
* Korean consumers feeling increasingly confident
Weekly Market Summary – The Fat Pitch
Weekly Market Comment – Marc
Chandler
Dollar
Falls out of Favor Again
Weekly Macro Comment – Marc Chandler
Events
+ Market = Potential for Combustible Price action
With
several housing markets in G10 in a weakening trend, we take you through a
guided tour on the link between FX and housing in G10. We also provide an
alternative explanation to the higher EUR/USD.